Financial Support Specialist

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Requirements:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.
• Experience in financial services, banking, or investment firms is a plus.
• Strong proficiency in financial software, CRM tools, and Microsoft Office Suite.
• Excellent communication and customer service skills.
• High attention to detail and strong organizational abilities.
• Ability to handle sensitive financial information with discretion.
• Knowledge of investment products and financial regulations is preferred.
• Problem-solving skills and the ability to work in a fast-paced environment.
• FINRA Series 7 and/or 63/66 licenses may be required, depending on the role and firm regulations.

Responsibilities:

• Assist clients with financial transactions, inquiries, and account-related concerns.
• Support financial advisors or registered representatives in preparing reports, documentation, and client communications.
• Process and track investment transactions, payments, and reconciliations.
• Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).
• Maintain and update client records, financial statements, and account data.
• Handle client onboarding, including gathering necessary documentation and verifying financial details.
• Assist in preparing financial reports, statements, and presentations for internal and client use.
• Coordinate with internal teams for billing, invoicing, and account maintenance.
• Stay up-to-date with financial products, services, and regulations to provide accurate support.
• Identify and escalate financial discrepancies or issues to senior management.